You didn't start a business tocopy-paste data between apps.
We build custom automation workflows that connect your tools, eliminate repetitive tasks, and set up CRM systems that actually get used — so your team works on growth, not busywork.
Your team spends 40% of their time on tasks a machine should handle.
of workers spend at least a quarter of their week on repetitive tasks
of businesses use 5+ disconnected tools that don’t talk to each other
lost annually in US businesses due to wasted productivity
Every time someone on your team manually enters data into a spreadsheet, copies information between apps, sends a follow-up email they could have scheduled, or updates a CRM record by hand — that’s time and money evaporating. Automation doesn’t replace your team. It gives them superpowers.
If you do it more than twice, we automate it.
Lead Capture & Routing
New lead from your website, Instagram, or Google Ads? Automatically added to your CRM, assigned to the right person, and sent a welcome email — in seconds.
Appointment & Booking Flows
Client books online → confirmation email sent → calendar updated → reminder at 24h and 1h → follow-up email after visit. All automatic.
Invoice & Payment Automation
Service completed → invoice generated → sent to client → payment reminder at 3, 7, and 14 days → receipt on payment. No chasing.
Email & SMS Sequences
Onboarding drips, re-engagement campaigns, birthday messages, review requests — all triggered automatically based on client actions or dates.
Data Sync Between Tools
Your booking system, CRM, email tool, accounting software, and spreadsheets — all connected and synced in real time. One source of truth.
Social Media & Content Pipelines
Content approved → automatically scheduled across platforms → performance data pulled back into your dashboard. No copy-paste.
Client Onboarding Workflows
New client signs up → welcome email → intake form sent → credentials collected → project space created → team notified. Zero manual steps.
Reporting & Dashboards
Data pulled from all your tools automatically → weekly report generated → sent to your inbox or Slack every Monday morning.
A CRM that your team will actually use.
Most CRMs fail because they’re set up wrong — too many fields, no automation, no clear process. We configure your CRM to match how YOUR business actually works, with automations that keep data clean and pipelines that move deals forward without manual babysitting.
Pipeline Design
Custom deal stages that match your actual sales process, not a generic template.
Contact Enrichment
Automatically pull LinkedIn profiles, company data, and social accounts for every new contact.
Task Automation
Follow-up reminders, deal stage updates, and notifications triggered automatically. Nothing falls through the cracks.
Reporting
Real-time dashboards showing pipeline value, conversion rates, and team performance.
From chaos to clockwork in 2-4 weeks.
Audit & Map
We document every manual process in your business. Every tool, every spreadsheet, every copy-paste. We find the biggest time wasters and the highest-value automations.
Design
We architect the workflows visually — you see exactly what triggers what, where data flows, and what happens at each step. No black boxes.
Build & Test
We build using n8n, Zapier, Make, or custom API integrations depending on your needs. Every workflow is tested with real data before going live.
Launch & Train
We activate the automations, train your team on the CRM, and provide 30 days of support. When something changes in your business, we adjust the workflows.
We connect whatever you use.
n8n, Zapier, Make (Integromat)
HubSpot, Pipedrive, Salesforce, Monday.com
Slack, Gmail, WhatsApp, Twilio
Calendly, Cal.com, Acuity, Google Calendar
Stripe, PayPal, Square, Invoice Ninja
Mailchimp, ConvertKit, ActiveCampaign, Postmark
Google Sheets, Airtable, Notion, Supabase
REST APIs, webhooks, databases, any tool with an API
Automation works everywhere. Here’s where it transforms.
Patient intake → appointment reminders → post-visit follow-up → review request. Fully automated.
New listing → email blast to buyers → schedule showings → follow-up sequence → close tracking.
Order placed → fulfillment triggered → shipping notification → delivery confirmation → review request.
Quote sent → follow-up at 3/7/14 days → job booked → crew notified → invoice sent → payment collected.
Reservation booked → confirmation → reminder → post-visit feedback → loyalty program enrollment.
Lead captured → nurture sequence → discovery call booked → proposal sent → onboarding automated.
Stop paying people to do robot work.
Starter
Perfect for small businesses starting to automate
one-time
- Up to 5 automated workflows
- Basic CRM setup
- Tool integrations (up to 3 tools)
- Documentation and training
- 14-day post-launch support
Growth
Most popular — for businesses ready to scale operations
one-time
+ $500/mo management
- Up to 15 automated workflows
- Full CRM setup and customization
- Unlimited tool integrations
- Custom reporting dashboard
- Monthly optimization
- Priority support
Enterprise
For businesses that want to run on autopilot
one-time
+ $1,500/mo management
- Unlimited workflows
- Custom CRM development
- API development and integrations
- Dedicated automation specialist
- Weekly optimization and reporting
- SLA with guaranteed response times
Every automation project starts with a free audit. We’ll show you exactly where you’re wasting time and what we’d automate — no commitment.
The math is simple.
Manual data entry: 10 hours/week × $25/hr = $13,000/year
→Automated: $0/year
Missed follow-ups: 30% of leads go cold
→Automated sequences recover 50% of those
Average time saved after full automation setup:
→15-25 hours per week